NEXT Forum: All-In on Tech Efficiencies

The 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel & Casino in Atlantic City, NJ Day of Education – Session #2 All-In on Tech Efficiencies…

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Ballots & Banknotes: How the 2024 Election Could Rewrite the Regulatory Landscape

Keith Daly, Principal, Banking & Fintech Search at Travillian, sits down with Ian Moloney, SVP and Head of Policy & Regulatory Affairs at the American FinTech Council (AFC), to dive…

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Where a Wild Election Season Stands Today: Insights from Policy Strategist Brian Gardner

Join Michael Perito, Travillian’s Head of Bank Strategy, and Brian Gardner, Chief Washington Policy Strategist at Stifel Financial Corp., as they discuss the current state of the Presidential election, and…

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Bankers Shore Up Their Industry Knowledge at the 2024 NEXT Forum in Atlantic City

Twenty-two financial services experts from 13 states across the U.S. came together in Atlantic City, N.J., as presenters at the first-ever financial services conference, NEXT Forum, co-hosted by Newcleus and…

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Innovation is a Peach: Georgia’s Community Banks Strive to Stay Competitive

Are you curious about how community banks are staying ahead in the fintech game? Chris Stanley and Christian Ruppe, co-chairs of the Innovation Committee for the Community Bankers Association of…

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Peeling Back The Shifting Talent Trends – 2024 Mid-Year Review – Offense vs Defense

Written from the perspective of Patrick Cooney, Search Consultant – Banking and Fintech Search at Travillian As we are heading into a new season of college and NFL football (to…

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Travillian Places Paul Ho-Sing-Loy as New Executive VP and CIO at MidWestOne Bank

Travillian is excited to announce the placement of Paul Ho-Sing-Loy as the new Executive Vice President and Chief Information Officer at MidWestOne Bank, effective as of June 3, 2024. Travillian…

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Bank Sentiment Turning? What We Learned from Second Quarter Earnings

Expert Insights: Raymond James Analyst David Feaster on Bank Earnings, Market Sentiment, and Future Outlook Michael Perito, Head of Bank Strategy at Travillian, sat down with David Feaster, Senior Analyst…

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Revamping Community Banks: The Power of Product Management with SouthState’s Chris Nichols

In this Travillian Next episode, Chris Nichols, Director of Capital Markets at SouthState Bank highlights the crucial role of product managers in community banks. The conversation is available to listen…

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Deposit Drama and Financial Foresight: A Q&A with Scott Hildenbrand, Head of Piper Sandler Financial Strategies

Join Brian Love, Head of Banking & Fintech at Travillian, for a brief yet enlightening Q&A session with frequent Travillian Next contributor, Scott Hildenbrand, Head of Piper Sandler Financial Strategies….

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Part 2: The Maxfield Method – Jim Reuter’s Inspirational Journey

Welcome back for Part 2! And if you missed the first episode –> catch up here. In Part 2, John Maxfield, the Founder of Maxfield on Banks and Senior Banking…

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The ‘Super Bowl’ of Indexing Is Coming June 28: Managing Opportunities and Risks

It’s about time for one of the most anticipated and biggest trading days of the year.  Every June, index provider FTSE Russell (Russell) reconstitutes its U.S. indexes, which are key…

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Part 1: The Maxfield Method — Transforming Banking Leadership

Join us for Part 1 of a Travillian Next special featuring John Maxfield, the Founder of Maxfield on Banks. Maxfield on Banks is a well-regarded substack where John shares his…

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Bank Board Insights Series Part VIII: Board Issues Take Center Stage in Enforcement Actions — Rethinking Talent and Governance

This article resulted from a discussion between Indra Elangovan, Head of Strategic Advisory at Travillian, and Sarah Beth Felix, CEO and Founder of Palmera Consulting, Co-Founder and Chief AML Officer…

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